Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OFOS 2.76%
2 CBSE 2.53%
3 XES 2.34%
4 CBLS 2.28%
5 PXJ 2.17%
6 PSCE 1.90%
7 OIH 1.32%
8 PXI 1.10%
9 IEZ 0.85%
10 XSVM 0.72%
11 RZG 0.64%
12 BOTZ 0.52%
13 SFLO 0.48%
14 CAFG 0.48%
15 DSMC 0.44%
16 IWC 0.43%
17 CCNR 0.42%
18 DWAS 0.38%
19 BSVO 0.34%
20 USVM 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 23.37M (16.40%) 79.47K
Increased by +0.34%
Sep 30, 24
2 Vanguard Group Inc 13.71M (9.62%) 21.54K
Increased by +0.16%
Sep 30, 24
3 Dimensional Fund Advisors, Inc. 10.91M (7.65%) -111.16K
Decreased by -1.02%
Sep 30, 24
4 State Street Corp 6.66M (4.68%) 246.58K
Increased by +3.70%
Sep 30, 24
5 State Street Corporation 6.58M (4.61%) -199.49K
Decreased by -3.03%
Mar 31, 24
6 Pacer Advisors, INC. 5.62M (3.95%) -1.23M
Decreased by -21.92%
Sep 30, 24
7 American Century Companies Inc 4.29M (3.01%) 875.79K
Increased by +20.42%
Sep 30, 24
8 Morgan Stanley - Brokerage Accounts 4.02M (2.82%) -1.49M
Decreased by -36.95%
Sep 30, 24
9 Balyasny Asset Management LLC 3.41M (2.40%) 3.09M
Increased by +90.54%
Mar 31, 24
10 Geode Capital Management, LLC 3.29M (2.31%) 25.43K
Increased by +0.77%
Sep 30, 24
11 Millennium Management LLC 3.15M (2.21%) -126.77K
Decreased by -4.02%
Jun 30, 24
12 ING Investment Management LLC 2.89M (2.03%) 821.41K
Increased by +28.44%
Sep 30, 24
13 Wellington Management Company LLP 2.89M (2.02%) -311.41K
Decreased by -10.79%
Sep 30, 24
14 ExodusPoint Capital Management, LP 2.49M (1.75%) 2.44M
Increased by +98.17%
Sep 30, 23
15 Systematic Financial Management LP 2.48M (1.74%) 236.22K
Increased by +9.52%
Sep 30, 24
16 Encompass Capital Advisors LLC 2.47M (1.73%) 344.23K
Increased by +13.94%
Sep 30, 24
17 Bank of New York Mellon Corp 2.41M (1.69%) -70.64K
Decreased by -2.93%
Sep 30, 23
18 Ameriprise Financial Inc 2.34M (1.64%) -36.47K
Decreased by -1.56%
Jun 30, 24
19 Amvescap Plc. 2.16M (1.51%) -582.16K
Decreased by -26.97%
Mar 31, 24
20 Van Eck Associates Corporation 2.16M (1.51%) -314.81K
Decreased by -14.59%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.21M (6.46%) -109.20K
Decreased by -1.19%
Dec 31, 24
2 Pacer US Small Cap Cash Cows 100 ETF 6.53M (4.58%) -21.28K
Decreased by -0.33%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.50M (3.15%) -27.27K
Decreased by -0.61%
Nov 30, 24
4 Avantis US Small Cap Value ETF 3.98M (2.79%) 1.41K
Increased by +0.04%
Dec 31, 24
5 iShares Russell 2000 ETF 3.84M (2.69%) -14.72K
Decreased by -0.38%
Dec 31, 24
6 DFA US Small Cap Value I 2.40M (1.69%) 0.00
Increased by 0.00%
Nov 30, 24
7 VanEck Oil Services ETF 2.39M (1.67%) 22.50K
Increased by +0.94%
Dec 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 2.19M (1.54%) 11.23K
Increased by +0.51%
Nov 30, 24
9 Vanguard Small Cap Index 1.82M (1.28%) 10.65K
Increased by +0.58%
Nov 30, 24
10 Orbis SICAV Global Bal Instl Inv 1.79M (1.26%) -338.59K
Decreased by -18.92%
Jun 30, 24
11 Global X Robotics & Artfcl Intllgnc ETF 1.74M (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
12 Columbia Acorn Inst 1.71M (1.20%) 0.00
Increased by 0.00%
Aug 31, 24
13 Voya Small Cap Growth I 1.65M (1.16%) 26.38K
Increased by +1.60%
Nov 30, 24
14 Voya Small Cap Growth (Portland) 1.61M (1.13%) 499.79K
Increased by +30.98%
Sep 30, 24
15 Fidelity Small Cap Index 1.47M (1.03%) 6.55K
Increased by +0.45%
Oct 31, 24
16 iShares S&P Small-Cap 600 Growth ETF 1.40M (0.98%) 0.00
Increased by 0.00%
Nov 30, 24
17 Fidelity® Small Cap Index 1.38M (0.97%) 36.06K
Increased by +2.61%
Oct 31, 23
18 DFA US Targeted Value I 1.36M (0.95%) 0.00
Increased by 0.00%
Nov 30, 24
19 SPDR® Portfolio S&P 600™ Sm Cap ETF 1.32M (0.93%) 0.00
Increased by 0.00%
Dec 31, 24
20 SPDR® Portfolio S&P 600 Sm Cap ETF 1.26M (0.88%) 0.00
Increased by 0.00%
Apr 30, 24